Use a rental order to rent a rental item or sell a sales item to a customer.
This topic explains how to create a rental order.| 1. | Go to Rental order management > Rental orders > All rental orders. |
| 2. | Click New. |
| 3. | In the Customer account field, select the desired customer.. |
| 4. | Expand the General section. |
| 5. | In the Site field, enter or select a value. |
| 6. | In the Warehouse field, enter or select a value. |
| 7. | The default invoice profile is retrieved from the customer. You can changes this default value. |
| In the Invoice profile field, type a value. | |
| 8. | The default rental calendar is retrieved from the customer. You can changes this default value. |
| In the Rental calendar field, type a value. | |
| 9. | The default rate code is retrieved from the customer. You can changes this default value. |
| In the Rate code field, type a value. | |
| 10. | Select Yes in the Rental project field. |
|
Note: With this action the rental order will be linked to a project. If you don't want to link the rental order to a rental project, select No in the Rental project field. |
|
| 11. | In the Project ID field, enter or select a value. |
| 12. | The default on-rent date is set based on the rental date setup. You can change this to another date. |
| In the On-rent date field, enter a date. | |
| 13. | The default Expected off-rent date is set based on the rental date setup. You can change this to another date. |
| In the Expected off-rent date field, enter a date. | |
| 14. | Click OK. |
| Related to | Notes |
|---|---|
|
Allocation on the Rental order |
